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SPDR Barclays Capital Convertible SecETF shares owned by M. Kulyk & Associates

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by M. Kulyk & Associates from 13F filings

Historical chart of M. Kulyk & Associates investment in SPDR Barclays Capital Convertible SecETF

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All positions including SPDR Barclays Capital Convertible SecETF held by M. Kulyk & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by M. Kulyk & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $223k 2.5k 89.20
2025-09-30 $226k 2.5k 90.50
2025-06-30 $207k 2.5k 82.66

More positions owned by M. Kulyk & Associates

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Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Trust Ishare 0-1 (SHV)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Apple (AAPL)
Visa Com Cl A (V)
American Express Company (AXP)
Cisco Systems (CSCO)
Unilever Spon Adr New (UL)
Regeneron Pharmaceuticals (REGN)
Levi Strauss & Co Cl A Com Stk (LEVI)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for M. Kulyk & Associates

Top funds holding SPDR Barclays Capital Convertible SecETF

Howard Capital Management
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
Bessemer
Delta Capital Management
Northwestern Mutual Wealth Management Company
Assetmark
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Jane Street
Goodman Advisory Group
Raymond James Financial

View all funds holding SPDR Barclays Capital Convertible SecETF